Customer Success Mgr, Project Services

Job description

I. Job Summary The primary objective of this role is to execute the onboarding of strategic accounts across all areas. The Customer Success Manager is responsible for building the initial relationship with the client while overseeing onboarding activities and managing communication between the company and the client. The role ensures a complete and successful onboarding before transitioning the client to their permanent account team for ongoing support. II. Essential Duties and Responsibilities: III. Qualifications The requirements listed below are representative of the qualifications necessary to perform the job. Must live and work in US. - Work directly with customers and internal stakeholders to ensure timely, accurate, and complete execution of complex implementation project plans. - Serve as an internal and customer-facing subject matter expert on implementations and impacts of non-standard use cases. - Provide practical guidance on operationalizing processes, data flows, and regulatory impacts; lead client trainings to optimize engagement. - Partner with functional teams to translate customer feedback into actionable insights for service enhancements, driving continuous impro...